Max Posner Email & Phone Number

Cleveland, Ohio, Us

Driving alignment between client/prospect business process challenges or opportunities and Proformex Solutions.

Cleveland, Ohio, Us

Responsible for managing a team of individuals to increase sales in the SMB channel.

Cleveland, Ohio, Us

Handle high-level account strategy and growth plans for Enterprise customers, lead and/or support new sales efforts across multiple channels, and drive improvements to the sales motion through data analysis and pipeline enhancements. Focus on Enterprise customers’ product adoption, utilization, and satisfaction. Building strategic plans based on customer goals, identifying new business opportunities among existing customers, and supporting sales efforts with new prospects. Liaise with cross-functional internal teams to improve the entire customer experience and develop reports on key metrics for our strategic accounts.

Cleveland, Ohio, Us

Assisted Proformex customers in onboarding onto the platform and worked closely with them to drive adoption of the product and demonstrate ongoing value. Worked with the Operations Team to deliver that value to the customers throughout their lifecycle and helped them in achieving their goals and desired outcomes. Increased user engagement, renewal rates, minimized churn, and supported revenue growth through customer advocacy and referrals.Created health scoring metrics and models to ensure all of the above were achieved.

Beachwood, Ohio, Us

INSIGHT2PROFIT is a results-driven consulting and technology company that focuses on helping our clients achieve profit improvements through pricing, mix management, sales effectiveness, and commercial strategies. We partner with our clients to understand their business at a deep level (quantitatively and qualitatively), challenge paradigms, unlock opportunities, and implement real change.

Durham, Nc, Us

-Performed optimization analysis on future sales rep revenues in order to inform future management decisions-Implemented a referral program and communication process to help departments become cross-functional-Automated processes, such as email templates and Salesforce reports, in order to eliminate redundancies and make the company 25% more efficient in the sales process-Streamlined transfer of accounts between sales reps and account executives within Salesforce to make sure the best possible leads were being pursued

Charlotte, Nc, Us

-Performed daily administration in the Microsoft Dynamics CRM System, including data appendage, importing, and merging duplicates-Crafted an average of 4 email marketing lists per day, based on parameters set by the marketing department, that were sent out to over 100,000 Charlotte Hornets fans-Assigned more than 10,000 leads to sales reps helping them reach their monthly and quarterly sales goals

Waterloo, Ontario, Ca

-Targeted list development to help sales team sell the MacroPoint app-Utilized social insights to revamp CRM system in Microsoft Dynamics-Researched possible clients to allow salespeople to make targeted calls and emails-Implemented a referral program, leading to 10,000 more downloads than would have been expected at previous rate